Financial Analyst - Sales

New

Skills

Advanced Excel Budget Development Collaboration Skills Data Analysis Financial Planning & Analysis Financial Planning Tools Operational Expenditure Forecasting Return on Investment Assessment Sales Compensation Modeling Variance Analysis

We are seeking a Senior Financial Analyst to focus on Sales and Marketing operations. This role will involve extensive forecasting and analysis of operational expenditures (OpEx), building and maintaining financial models, and collaborating with various teams to align headcount and forecasts.

Key Responsibilities
  • Own forecasting and analysis of OpEx for Sales & Marketing.
  • Build and maintain models to analyze sales & marketing results.
  • Partner with Sales, Marketing, RevOps, and People teams to align headcount and forecasts.
  • Collaborate with Marketing to develop budgets, allocate spend, and assess ROI.
  • Track and report monthly/quarterly Budget vs. Actual (BvA) for Marketing and Sales spend.
  • Analyze headcount, capacity, and productivity drivers to improve forecasting.
  • Support annual planning and quarterly forecasting cycles for Sales & Marketing spend.
  • Evaluate the financial impact of compensation changes and go-to-market (GTM) investments.
  • Prepare insights on Customer Acquisition Cost (CAC), payback, and marketing productivity.
  • Assist in preparing executive leadership and Board reporting materials.
  • Support ad hoc financial analysis across GTM and Marketing.
Required Skills & Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 3–6 years of experience in FP&A or financial analysis.
  • Experience with OpEx forecasting and variance analysis (BvA).
  • Sales compensation modeling exposure or willingness to learn.
  • Advanced proficiency in Excel or Google Sheets.
  • Experience with financial planning tools such as Adaptive Planning.
  • Authorized to work in the United States without visa sponsorship.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration abilities.
  • Detail-oriented with strong organizational skills.

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Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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